Plan Snapshot
- Plan Sponsor: Holman Teague Roche Anglin, LLP
- Sponsor EIN: 272437489
- Sponsor Address: 1455 FIRST STREET, SUITE 217, NAPA, CA, 94559
- Plan Type: 401(k)
- Total Participants: 7
- Total Assets: $4.3M
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2024 | 7 | $4.3M | $212,732 | $142,800 |
| 2023 | 6 | $5.8M | $191,500 | $115,550 |
| 2022 | 8 | $4.8M | $297,498 | $15,350 |